Eivind Gjetmundsen is a CFP® professional with over 33 years of experience in the financial advisory industry. He has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies while operating under a fiduciary standard.

Christopher Coghlan is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has previously worked at B.B. Graham & Company and RBC Capital Markets Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Noreus is a financial advisor at Edward Jones in Missoula, MT, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He previously worked at Bank of America and Merrill before joining Edward Jones in 2017. Outside of his advisory role, he serves as an assistant instructor for the Army ROTC Department at a university and holds a rank in the US Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Ricklefs is a financial advisor with LPL Financial in Missoula, MT, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL Financial in 2017. Ricklefs conducts his advisory business under the DBA Big Sky Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by in-house research, third-party subadvisors, and various investment strategies.

Adam Belarde is a financial advisor with Thrivent Investment Management in Missoula, MT, holding a Series 66 designation and having six years of industry experience. He has been with Thrivent Investment Management since 2020 and previously owned Food & Fun Inc for over two decades. Outside of advisory work, he owns Upon the Rock Leadership, a company focused on training and coaching business and ministry leaders, and serves as a board member and chair for Missoula Youth for Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across various planning topics without direct implementation. The firm allows clients to combine planning with managed accounts through a consolidated billing option while maintaining these services as separate engagements.

John Stetka is a financial advisor with Wells Fargo Clearing in Missoula, MT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2024. Prior to his financial services career, he worked in various roles including at Custom West Pest and Wildlife Service and the Wyoming Game and Fish Department. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Spencer Orme is a financial advisor with LPL Financial in Missoula, MT, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Mountain America Credit Union since 2019 and prior experience with Fidelity Brokerage Services LLC and Deseret Mutual Benefit Administrators. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including retirement plan consulting and model portfolio management, utilizing both discretionary and non-discretionary approaches.

Michael Hyer is a financial advisor with Edward Jones in Missoula, MT, holding ChFC® and Series 66 credentials with eight years of industry experience. He previously worked at Bankers Life Securities Inc. and Bankers Life & Casualty before joining Edward Jones in 2019. Outside of his advisory role, he has landlord responsibilities in Missoula. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Donna Evison is a financial advisor with Ameriprise in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliates since 1997. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team.

Alexis Taulbee is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis held roles at A & C Herron, Blacksmith Brewery, and Cennox. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized custody and brokerage services.

Erik Johnston is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2019 following a career in scientific research and development that spanned nearly eight years. Erik utilizes his background in the sciences to apply critical thinking and problem-solving skills to help clients identify their financial goals and develop plans to achieve them. He emphasizes building relationships based on trust and accountability, serving as a dependable resource throughout the financial planning process. Erik holds a Bachelor of Science degree in Chemistry and a PhD in Materials Science, both from the University of Montana. He is also a CERTIFIED FINANCIAL PLANNER® Professional, a CERTIFIED PLAN FIDUCIARY ADVISOR, a Personal Investment Advisor, and a Retirement Accredited Financial Advisor. His client focus areas include college education planning, family wealth management strategies, retirement planning, tax minimization, philanthropic planning, and socially responsible investing, among others. Outside of his professional role, Erik resides in Missoula with his wife Emilie and their sons Ren and Carter. The family enjoys participating in community events, attending Griz games, and exploring Montana's parks, trails, rivers, lakes, and ski hills. Erik is involved with several community organizations including A Carousel for Missoula, Montana Science Fair, Montana Special Olympics, The Dylan Steigers Concussion Project, and spectrUM Science.

Sarah Fosse is a Series 66 licensed financial advisor with nine years of industry experience, currently with Wells Fargo Advisors in Missoula, MT. She has worked within the Wells Fargo organization since 2015, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, serving clients through both brokerage and advisory programs.

Anna Martello is a financial advisor with LPL Financial in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She previously worked at Waddell & Reed, Inc. for over 30 years and has been associated with various insurance carriers for W & R Insurance Agencies since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Alan Jensen is a CFP® professional with 32 years of industry experience, currently serving at LPL Financial since 2021. He previously worked with Wells Fargo Advisors and Wells Fargo Clearing over a combined 12 years. Jensen is associated with a non-investment business entity, JFS Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to research, model portfolios, and advanced technologies.

Given Kutz is a Series 66 credentialed financial advisor with five years of industry experience, currently affiliated with LPL Financial. He previously worked at Western International Securities, Inc. and Rowe and Associates, Inc. Kutz is involved in a non-variable insurance business through Rowe & Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Lisa Woirhaye is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill and UBS since 2007 and 2021, respectively. Outside of her advisory role, she is a part-time coach for Beachbody LLC, a nutrition company offering workout programs and supplements. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research to tailor investment strategies to client goals and risk tolerances.

Mark Glidewell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Inc. and also operates Glidewell Insurance Agency. Outside of his advisory work, he serves as an assistant varsity boys basketball coach for Valley Christian School in Missoula, MT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and brokerage services, combining discretionary and non-discretionary management with access to model portfolios and research from LPL Research and third-party subadvisors.

Michael Smith is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2016. Outside of his advisory role, he serves as a board member and governess for the Spirit at Play Early Childhood Program in Missoula, Montana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Bateman is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2015 to 2018. Bateman is president of Taurus Wealth Management, where he provides investment-related services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment types.

Justin Weimer is a financial advisor at LPL Financial with 16 years of industry experience and holds the Series 66 designation. He has prior experience working at Waddell & Reed, Inc. for 11 years and was involved with Greg Schmautz LLC and related entities for up to 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning services, and investment options, including discretionary and non-discretionary management supported by research and model portfolios.